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Beaumont Financial Partners, LLC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaumont Financial Partners, LLC on XLP, newest first. How the timeline and the estimate are built.

Beaumont Financial Partners, LLC held 36,252 XLP shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 36,252 shares
    Change vs previous 13F +3,473 shares

    0.23% of the 13F portfolio, value $2,419,000.

    13F-HR 0001352764-22-000009 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 32,779 shares
    Change vs previous 13F -89 shares

    0.21% of the 13F portfolio, value $2,366,000.

    13F-HR 0001352764-22-000007 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 32,868 shares
    Change vs previous 13F -14,346 shares

    0.19% of the 13F portfolio, value $2,494,000.

    13F-HR 0001352764-22-000005 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 47,214 shares
    Change vs previous 13F -3,543 shares

    0.26% of the 13F portfolio, value $3,641,000.

    13F-HR 0001352764-22-000002 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 50,757 shares
    Change vs previous 13F +753 shares

    0.27% of the 13F portfolio, value $3,495,000.

    13F-HR 0001352764-21-000009 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 50,004 shares
    Change vs previous 13F -4,475 shares

    0.27% of the 13F portfolio, value $3,499,000.

    13F-HR 0001352764-21-000007 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 54,479 shares
    Change vs previous 13F -1,196 shares

    0.32% of the 13F portfolio, value $3,722,000.

    13F-HR 0001352764-21-000005 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 55,675 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,755,000.

    13F-HR 0001352764-21-000003 filed by Beaumont Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).